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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 | Recordkeeping | $8,372 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,303 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,707 | $69,159-29.6% | $125,192-61.1% | $67,579-27.9% |
| Participation rate | 95.2% | 78.2%+17.0pp | 79.8%+15.5pp | 71.3%+24.0pp |
| Annual return | 23.09% | 27.12%-4.0pp | 43.79%-20.7pp | 378.56%-355.5pp |
| Employer contribution / active EE | $2,477 | $2,023+22.4% | $3,866-35.9% | $2,148+15.3% |
| Participant deferral / active EE | $3,635 | $3,700-1.7% | $4,937-26.4% | $3,539+2.7% |
| Admin fee / account holder | $333 | $142+134.9% | $9,704-96.6% | $142+134.0% |